The Excel Report Builder can be found under Tools > SmartList Builder > Excel Report Builder > Excel Report Builder
Name your Report ID and Report Name - the Report Type will be List or Pivot Table
Click the + button and select the table type you would like the report to pull from
Add the table for the report - choose the Product, Series and Table and click Save
At the top, View Name will need to be populated - simply click in the box and the View Name will reflect the Report Name unless otherwise desired
On the right, choose which fields you would like displayed in your report and click Publish
This next screen will depend on where you want to publish to. This shows the report publishing to my desktop for demo purposes. You will want a Data Connection Location (this makes the report refreshable) and a Report Location. If publishing to a file, I suggest creating two folders in the same location and naming one folder data connection and the other reports. This will eliminate any confusion when searching for a report so you don't choose the data connection file. Click Publish.
This is a sample of the report that was just created in the sales series with the batch number, customer number, checkbook ID, transaction description and cash receipt type selected in screen shot #3.
When accessing this report in the future, remember to go to the Data tab in Excel and click the Refresh All button to update the report
